How to Add a New Referral Agency

NOTE: Users must have Setup enabled to perform this task.


  •  Navigate to Setup > Field Values Program.
  •  Select the Program from the drop down menu.
  •  Select Demographics for the Group. (Use the dropdown arrow to search or type in Demographics)
  •  Select Referral Agency for Field Name. (Click magnifying glass icon to search and filter)


  • To add a new Referral Agency, select +New Value:


  • If you need to deactivate a Referral Agency, locate the agency on the list and uncheck the Active check box: